A contributor column puts the one-year fall in Europe's junior technical hiring at 73.4%. The best-evidenced case in the same piece has Ford calling 300 experienced engineers back to fix what its cameras missed.
Reality
- Evidence28
- Adoption34
- Hype gap+42
- Incentives68
- Confidence44
A single month of trading undid eight months of AI-disruption pricing in B2B software. That is a multiple moving, not a business changing. The winners were sorted by whose meter the agent workloads run through.
Reality
- Evidence58
- Adoption64
- Hype gap−8
- Incentives55
- Confidence56
Bending Spoons is buying its second discounted collaboration platform in five weeks. Some Miro shareholders are putting part of their proceeds into stock of a buyer the public market has just marked up.
Reality
- Evidence55
- Adoption62
- Hype gap+12
- Incentives70
- Confidence52
Crunchbase counted 29 additions to its unicorn board in August, worth about $63bn, and across the nine AI, software and semiconductor entrants with disclosed terms, every dollar of new cash set roughly eight dollars of paper.
Reality
- Evidence50
- Adoption24
- Hype gap+32
- Incentives66
- Confidence45
The payments company says it will be IPO-ready by December and that this is still not the time, and against roughly $132 billion of large offerings already on the year's tape, its $650 million of private funding looks like the cheaper trade.
Reality
- Evidence42
- Adoption47
- Hype gap+14
- Incentives74
- Confidence46
Morgan Stanley closed its purchase of the secondaries marketplace in January, and the private shares changing hands there increasingly sit behind lenders who get paid first.
Reality
- Evidence34
- Adoption44
- Hype gap+20
- Incentives78
- Confidence46
SaaStr says it dropped Canva and Notion without running a comparison, because its agents built an ad creative operation without either product coming up. That is a harder loss to win back.
Reality
- Evidence26
- Adoption22
- Hype gap+38
- Incentives72
- Confidence34